What you'll learn

Hospitals and health systems maintain over $360 billion of invested assets. Given the significant impact of these assets - representing two-thirds of annual revenues - strong leadership understands the role these assets play in the organization's mission, agrees upon and communicates a suitable investment platform, and secures the right advisors to ensure successful implementation of the plan.

In this webinar, Kaufman Hall’s Eric Jordahl and David Ratliff will discuss:

A framework to orchestrate an invested asset platform

Key considerations for the role of invested assets

The case for engaging an investment advisor

Factors examined for determining the right advisor

Pitfalls to avoid when running an investment advisor selection process

David Ratliff, CFA

Senior Vice PresidentKaufman Hall

Bio info: David Ratliff, a Senior Vice President of Kaufman Hall, is a member and manager of the firm’s Treasury and Capital...

David Ratliff, a Senior Vice President of Kaufman Hall, is a member and manager of the firm’s Treasury and Capital Markets (TCM) practice. Mr. Ratliff’s lifelong work is in pursuit of better financial decision making. His early career focused on innovative capitalization planning, bond issuance, derivative transactions and the relationship between financial assets and liabilities. In the latter half of his career, his work has led him to better understand enterprise risk management and the orchestration of investment platforms to support underlying businesses. A common element of his work involves leading multidisciplinary teams to achieve a comprehensive solution, including enterprise risk framing or analytic technology. Mr. Ratliff is a key contributor to advancing Kaufman Hall’s services in enterprise risk and resource allocation and invested assets.

Mr. Ratliff has an M.S. in Accountancy from the University of Notre Dame, a B.S. in Finance with a minor in Economics from the University of Florida, and holds the Chartered Financial Analyst® designation.

Mr. Jordahl has extensive experience working with clients to develop and successfully execute a range of capital formation and risk management transactions and strategies. Since joining Kaufman Hall in 2004, Mr. Jordahl has overseen the delivery of advisory support on projects that span the full continuum of risk and complexity on behalf of organizations of all sizes and levels of sophistication.

Mr. Jordahl has worked in healthcare finance since 1984. Prior to joining Kaufman Hall, Mr. Jordahl spent 20 years in investment banking, during which time he advised large and small providers on transactions involving virtually every major asset class.

Mr. Jordahl received a B.A., cum laude, in Government from Harvard College.

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